Dow Jones, Nvidia Jump Despite Tech Selling: Eli Lilly, Avnet, BSP In Focus
Summary
Hosts Alyssa Coram and Ken Shreve analyze a mixed market day where the Dow hit all-time highs while the S&P 500 and Nasdaq reversed lower. They discuss strong earnings from Eli Lilly and Avnet, alongside the IPO breakout of Bending Spoons. The episode also covers disappointing post-market reactions from SanDisk, Western Digital, and Dave, highlighting volatility in tech and consumer sectors.
Topics discussed
Market Overview: Indexes, Software, and Shopify
Eli Lilly: Earnings, Weight Loss Drugs, and Technicals
Avnet: AI Infrastructure Breakout and Earnings
Bending Spoons: IPO Breakout and Airtable Acquisition
SanDisk: Massive Earnings Growth vs. Stock Decline
Western Digital and TTMI: Earnings Reactions
Billion: Sharp Post-Earnings Drop
Dutch Bros: Earnings Miss and Debt Concerns
DoorDash and Dave: Mixed Earnings Results
eBay: Cup with Handle Setup and Closing Thoughts
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